Vault-13

ORBIS INVESTMENT MANAGEMENT LTD

HAMILTON, D0 · CIK 940594 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2012 · corporation

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
RXO INC RXO · 13G · filed 2026-05-15 RXO 21.1%≈ $957.0m +1.0 pts 13G 2026-05-15
YOUDAO INC DAO · 13G · filed 2026-08-14 DAO 20.1% -1.4 pts 13G 2026-08-14
CINEMARK HLDGS INC CNK · 13G · filed 2026-02-17 CNK 13.0%≈ $475.7m +3.2 pts 13G 2026-02-17
NATIONAL CINEMEDIA INC NCMI · 13G · filed 2026-09-08 NCMI 11.8%≈ $42.2m +2.0 pts 13G 2026-09-08
SENDAS DISTRIBUIDORA S A ASAIY · 13G · filed 2025-02-14 ASAIY 11.6% 13G 2025-02-14
GXO LOGISTICS INCORPORATED GXO · 13G · filed 2026-02-17 GXO 11.3%≈ $657.2m -0.2 pts 13G 2026-02-17
BRUKER CORP BRKR · 13G · filed 2026-05-15 BRKR 11.1%≈ $1.0bn +1.1 pts 13G 2026-05-15
QXO INC QXO · 13G · filed 2026-08-14 QXO 10.2%≈ $1.3bn no change 13G 2026-08-14
ROBERT HALF INC. RHI · 13G · filed 2026-08-14 RHI 9.7%≈ $303.2m +2.2 pts 13G 2026-08-14
IMAX CORP IMAX · 13G · filed 2026-08-14 IMAX 9.3%≈ $204.5m -0.2 pts 13G 2026-08-14
BURFORD CAP LTD BUR · 13G · filed 2026-08-14 BUR 9.2%≈ $83.0m +0.7 pts 13G 2026-08-14
MARCUS CORP DEL MCS · 13G · filed 2026-08-14 MCS 9.1%≈ $50.8m +1.0 pts 13G 2026-08-14
BBB FOODS INC TBBB · 13G · filed 2026-08-14 TBBB 8.6%≈ $280.0m -2.1 pts 13G 2026-08-14
FLEETCOR TECHNOLOGIES INC 13G · filed 2026-08-14 7.7% +0.2 pts 13G 2026-08-14
FIRSTSERVICE CORP NEW FSV · 13G · filed 2026-08-14 FSV 7.3%≈ $476.3m -0.2 pts 13G 2026-08-14
PORTILLOS INC PTLO · 13G · filed 2026-08-14 PTLO 5.7%≈ $18.4m -4.1 pts 13G 2026-08-14
CRISPR THERAPEUTICS AG CRSP · 13G · filed 2026-08-14 CRSP 5.6%≈ $296.3m -0.7 pts 13G 2026-08-14
PRAXIS PRECISION MEDICINES I PRAX · 13G · filed 2026-08-14 PRAX 5.5%≈ $511.1m -3.4 pts 13G 2026-08-14
WISE GROUP PLC WSE · 13G · filed 2026-08-14 WSE 5.5%≈ $673.3m new 13G 2026-08-14
GENMAB A/S GNMSF · 13G · filed 2026-08-14 GNMSF 5.3% -0.2 pts 13G 2026-08-14